Hound Partners as of Dec. 31, 2025
Portfolio Holdings for Hound Partners
Hound Partners holds 37 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carnival Corp Unit 99/99/9999 (CCL) | 14.5 | $108M | 3.5M | 30.54 | |
| Palantir Technologies Cl A (PLTR) | 13.0 | $97M | 543k | 177.75 | |
| NVIDIA Corporation (NVDA) | 11.9 | $89M | 475k | 186.50 | |
| Norwegian Cruise Line Hldg L SHS (NCLH) | 11.4 | $85M | 3.8M | 22.32 | |
| Sea Sponsord Ads (SE) | 8.6 | $64M | 500k | 127.57 | |
| Meta Platforms Cl A (META) | 6.8 | $51M | 77k | 660.09 | |
| Golar Lng SHS (GLNG) | 3.5 | $26M | 706k | 37.21 | |
| Uipath Cl A Call Option (PATH) | 3.0 | $22M | 1.3M | 16.39 | |
| Fox Corp Cl B Com (FOX) | 2.7 | $20M | 305k | 64.93 | |
| Microsoft Corporation (MSFT) | 2.2 | $17M | 34k | 483.62 | |
| Arrow Electronics (ARW) | 2.0 | $15M | 136k | 110.18 | |
| Icon SHS (ICLR) | 1.8 | $14M | 75k | 182.22 | |
| Entegris (ENTG) | 1.8 | $13M | 160k | 84.25 | |
| Bio Rad Labs Cl A (BIO) | 1.8 | $13M | 43k | 302.99 | |
| On Hldg Namen Akt A (ONON) | 1.6 | $12M | 250k | 46.48 | |
| Ensign (ENSG) | 1.5 | $11M | 65k | 174.20 | |
| Kirby Corporation (KEX) | 1.5 | $11M | 100k | 110.18 | |
| Amazon (AMZN) | 1.4 | $11M | 45k | 230.82 | |
| Vail Resorts (MTN) | 1.1 | $7.9M | 59k | 132.80 | |
| Workday Cl A (WDAY) | 0.9 | $7.0M | 33k | 214.78 | |
| Mohawk Industries (MHK) | 0.9 | $6.5M | 59k | 109.30 | |
| Dollar General (DG) | 0.8 | $6.3M | 47k | 132.77 | |
| Cal Maine Foods Com New (CALM) | 0.8 | $6.2M | 77k | 79.57 | |
| Bel Fuse Cl A (BELFA) | 0.8 | $5.7M | 38k | 151.80 | |
| Uber Technologies (UBER) | 0.6 | $4.5M | 55k | 81.71 | |
| Fiserv (FI) | 0.6 | $4.4M | 66k | 67.17 | |
| Netskope Cl A (NTSK) | 0.5 | $3.6M | 207k | 17.54 | |
| G-III Apparel (GIII) | 0.4 | $3.2M | 112k | 28.96 | |
| Waterbridge Infrastructure L Cl A Shs Repstg (WBI) | 0.3 | $2.0M | 100k | 20.01 | |
| Alliance Laundry Hldgs (ALH) | 0.2 | $1.7M | 85k | 20.35 | |
| Andersen Group Cl A (ANDG) | 0.2 | $1.6M | 60k | 25.93 | |
| Neptune Ins Hldgs Cl A (NP) | 0.2 | $1.5M | 51k | 29.16 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.4M | 2.0k | 684.94 | |
| Miami Intl Hldgs (MIAX) | 0.1 | $1.1M | 25k | 44.38 | |
| Sharplink Gaming Com New (SBET) | 0.1 | $1.1M | 120k | 8.94 | |
| Ambiq Micro Common Stock (AMBQ) | 0.1 | $570k | 20k | 28.50 | |
| Grupo Aeromexico Sab De Cv Sponsored Ads (AERO) | 0.1 | $439k | 20k | 21.96 |
